Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / ULTRA-SHORT TREA
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Number of holders
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13
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Total 13F shares, excl. options
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357K
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Shares change
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+344K
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Total reported value, excl. options
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$27M
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Value change
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+$26M
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Number of buys
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12
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Price
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$75.47
Significant Holders of VANGUARD INSTL INDEX FD - ULTRA-SHORT TREA (VGUS) as of Q1 2025
13 filings reported holding VGUS - VANGUARD INSTL INDEX FD - ULTRA-SHORT TREA as of Q1 2025.
VANGUARD INSTL INDEX FD - ULTRA-SHORT TREA (VGUS) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 357K shares
.
Largest 10 shareholders include Pathway Financial Advisors LLC (185K shares), AVALON CAPITAL MANAGEMENT (59.2K shares), JANE STREET GROUP, LLC (58.7K shares), CITADEL ADVISORS LLC (18.4K shares), North Capital, Inc. (13.3K shares), Bridgewealth Advisory Group, LLC (6.53K shares), Strategic Investment Solutions, Inc. /IL (4.94K shares), WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV (3.5K shares), Wealthquest Corp (3.2K shares), and Planning Center, Inc. (2.85K shares).
This table shows the top 13 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.